See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 04-2675571 | Other Fees | $30,869 |
Service code 49 7000 E GENESEE STREET · FAYETTEVILLE, NY 13066 | Other Services | $6,391 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,826 | $62,127+7.6% | $81,382-17.9% | $74,495-10.3% |
| Participation rate | 98.3% | 64.0%+34.2pp | 69.5%+28.8pp | 67.2%+31.1pp |
| Annual return | 14.46% | 16.48%-2.0pp | 24.73%-10.3pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $4,519 | $1,882+140.1% | $2,463+83.5% | $2,623+72.3% |
| Participant deferral / active EE | $4,131 | $3,229+27.9% | $3,883+6.4% | $4,346-4.9% |
| Admin fee / account holder | $18 | $1,934-99.1% | $5,768-99.7% | $1,942-99.1% |